Briana R. Martinez
Venus,TX
Summary
To secure a position that allows me to use my exceptional customer service abilities, strong organizational skills, along with my competitive drive, to contribute to the success of my employer while fostering my personal and professional growth.
Experienced with assessing and processing loan applications efficiently. Utilizes attention to detail and organizational skills to ensure compliance and accuracy. Knowledge of regulatory standards and effective communication ensures smooth collaboration with clients and team members.
Overview
11
11
years of professional experience
Work History
Loan Producer II
Americas Credit Union
11.2022 - Current
- Achieved high member satisfaction through tailored loan solutions.
- Delivered impactful products that addressed member needs.
- Maintained exceptional accuracy in all tasks.
- Streamlined document verification processes to enhance efficiency.
- Adapted communication styles to effectively engage with diverse members.
- Handled incoming calls to ensure timely responses.
- Facilitated application processes for members over the phone.
- Drove consistent sales performance through effective management.
- Strengthened member relationships through dedicated support.
- Enhanced operational efficiency by collaborating with multiple departments.
Personal Service Officer
Americas Credit union
08.2020 - 11.2022
- Established new member accounts and facilitated ACH setups, unauthorized ACH disputes, and stop payments.
- Communicated personalized product benefits to align with member needs, enhancing cross-selling efforts.
- Trained and supported new employees with current information and detailed reference materials for account-related tasks.
- Balanced Visa cards daily and managed inventory by ordering additional cards as needed.
- Oversaw branch supply orders to ensure adequate stock levels.
- Assisted with vault operations and coin machine balancing.
- Performed notary public duties.
- Guided members through IRA contributions and withdrawals.
- Reviewed account change cards for accuracy before system entry.
Teller 2
Americas credit union
08.2018 - 09.2020
- Processed customer transactions efficiently and accurately using point-of-sale systems.
- Provided exceptional customer service, resolving inquiries and concerns promptly.
- Trained new tellers on procedures and best practices to enhance team performance.
- Maintained cash drawers, ensuring accuracy in balancing at the end of each shift.
- Processed Mobile deposits
- Handled unauthorized achs
- Balanced the vault
- Balanced the coin machine
Member Service Representative
Americas Credit Union
3200 W Pleasant Run Rd Unit 100 Lancaster, TX 7514
10.2019 - 08.2020
- Assisted members with account inquiries and transaction processing to enhance customer satisfaction.
- Educated members on credit union products and services to promote financial literacy.
- Resolved member issues through effective communication and problem-solving skills.
- Collaborated with team members to streamline service protocols and improve efficiency.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Verified customer identification and documentation for compliant transactions.
- Assisted members with account management, including updating personal information and setting up automated payments.
- Opened customer accounts and provided deposit and withdrawal receipts.
Assistant Manager
Palio’s Pizza Cafe
12.2014 - 07.2018
- Facilitated team operations and guided members in managing high-pressure scenarios.
- Assisted in onboarding new employees.
- Recommended additional products or services to customers.
- Delivered exceptional customer service and welcomed each customer upon entry.
Education
Basics - undefined
Navarro college
Waxahachie, TX01.2018
Diploma - undefined
Midlothian high school
Midlothian, TX01.2014
Skills
- Great customer service skills
- Multi-tasking
- Leadership skills
- A can-do attitude
- Reliable teammate
- Relationship building
- Teamwork and collaboration
- Sales leadership
- Product knowledge
- Sales expertise
- Presentation skills
- Effective communication
COMMUNICATION
I have excellent written and verbal communication skills and take pride in being a confident, articulate professional with strong speaking skills.
LEADERSHIP
- Exceeded monthly goals set by my superiors
- Trained co-workers on skills to help improve sales, while also helping them learn opening act in a way to improve the loan process for both my co-workers and the members.
- Performed at the top percent of my branch monthly.
- Demonstrated great leadership, problem solving, and communication skills
Timeline
Loan Producer II
Americas Credit Union
11.2022 - Current
Personal Service Officer
Americas Credit union
08.2020 - 11.2022
Member Service Representative
Americas Credit Union
10.2019 - 08.2020
Teller 2
Americas credit union
08.2018 - 09.2020
Assistant Manager
Palio’s Pizza Cafe
12.2014 - 07.2018
Basics - undefined
Navarro college
Diploma - undefined
Midlothian high school